Tools

How to create dividends
Once the dividend has been created a payment can be created by following the steps in the guide here. Step 1. Navigate to Tools > Dividends. Ste...
Tue, 28 Nov, 2023 at 3:43 PM
How to make a dividend payment
Once a dividend has been created using the dividend tool, here are two methods to make payment. Method 1. If you do not import statements: i. Navig...
Tue, 28 Nov, 2023 at 3:44 PM
How to issue/buy back/transfer shares
You must have completed steps 1 - 3 of the how to create a dividend guide. Step 1. Navigate to Journals > Dividends and click on the Shareholders...
Tue, 28 Nov, 2023 at 4:02 PM
How to export data as a CSV
The Data Export Tool allows you to export your accounting data to another system in CSV format. CSVs can be used in Microsoft Excel, OpenOffice Calc, and iW...
Thu, 24 Jun, 2021 at 5:30 PM
How to export contacts
Exporting your contacts from Clear Books is very easy with the Data Export Tool. Using the All Contacts report you can download a CSV file of both supplier&...
Thu, 24 Jun, 2021 at 5:30 PM
Fixed asset register guide
Table of Contents 1. Introduction 2. Enable fixed asset register 3. Fixed asset account codes 4. Depreciation account codes 5. Create a fixed asset ...
Wed, 11 Sep, 2024 at 9:37 AM
How to toggle on the fixed asset register
Click here for an in-depth guide on how to use the fixed asset register The fixed asset register logs purchases of assets e.g. laptops, office furniture...
Thu, 24 Jun, 2021 at 3:02 PM
How to add a fixed asset account code
Click here for an in-depth guide on how to use the fixed asset register Whenever you explain a purchase of a fixed asset in Clear Books, you need to sel...
Thu, 24 Jun, 2021 at 3:03 PM
How to create an asset on the fixed asset register
Click here for an in-depth guide on how to use the fixed asset register Usually, you will create a transaction with a fixed asset account code which wil...
Thu, 24 Jun, 2021 at 3:03 PM
How to set up auto depreciation for the fixed asset register
Click here for an in-depth guide on how to use the fixed asset register Once an asset has been created by either approving a pending asset or creating a...
Wed, 11 Sep, 2024 at 9:56 AM